Add managers to new leave documents
Put the manager on the leave paperwork before approval starts.
Trigger
Worker Leave of Absence Created
Triggers when a new leave of absence record is created for a worker. This trigger monitors a specific worker's leaves of absence and detects when new leave records appear (e.g., when a leave is initiated/recorded). Uses snapshot-based diffing to compare leave record IDs between polls.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
Manager recipients are often added late, delaying leave decisions.
- Speeds manager review
- Prevents routing gaps
- Reduces setup effort
Setup
Build it in a few focused steps.
- 1Connect Workday and Docnify in Notis once.
- 2Create an automation named Leave manager recipient.
- 3Tell Notis to find the new leave document and add the worker's designated manager.
- 4Pick the Workday Worker Leave of Absence Created trigger and choose a report channel.
- 5Test it with one real leave record.
Questions about this workflow
Can the manager sign in a specific order?
Yes, include the desired signing order in the instruction.
What if no manager is returned?
Ask Notis to report the missing manager instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Docnify. A trigger fires from one place; an action lands in another.
Workday triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Workday and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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